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UST vs UPW

ProShares Ultra 7-10 Year Treasury vs ProShares Ultra Utilities

UST

ProShares Ultra 7-10 Year Treasury

Annual cost

0.95%

Fund size

$16M

UPW

ProShares Ultra Utilities

Annual cost

0.95%

Fund size

$19M

Key differences

UST is a fixed income ETF, while UPW is an equity ETF. UST charges 0.95% a year and UPW 0.95%.

  • UST is a fixed income fund, while UPW is an equity fund. They carry different risk/return profiles.
  • Over the last three years, UPW has delivered higher annualized returns.

Side-by-side comparison

USTUPW
Annual cost (TER)0.95%0.95%
Fund size (AUM)$16M$19M
Since20102007
Dividend yield3.46%1.51%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyleveragedleveraged
CAGR 1Y+1.8%+13.4%
CAGR 3Y-1.4%+18.0%
CAGR 5Y-6.8%+9.7%
Sharpe 3Y-0.300.56
Volatility 1Y9.42%29.20%
Max drawdown-47.99%-62.67%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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